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Portfolio (Quarterly) Guide ↗

Objectivity Squared, LLC

· CIK 0002011113
13F Portfolio $178M AUM 56 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 22 Added 20 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EWC ISHARES INC 8,986.0 $518K 0.29% NEW $57.64 +7.1%
2 ASML ASML HLDG NV Technology 143.0 $285K 0.16% NEW $1990.08 -14.8%
3 FLEX FLEX LTD Technology 1,610.0 $261K 0.15% NEW $162.07 -31.8%
4 GL GLOBE LIFE INC Financial Services 1,356.0 $242K 0.14% NEW $178.64 -3.3%
5 PINNACLE FINL PARTNERS INC 2,029.0 $205K 0.12% NEW $100.90

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.4%
Energy 30.6%
Industrials 10.7%
Consumer Cyclical 5.9%
Utilities 5.4%
Communication Services 4.8%
Financial Services 3.5%
Healthcare 2.0%
Consumer Defensive 0.6%